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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
SC
5301
Steph & Co
Wisconsin
$173M +$16.6M +11% 7.23% 61.6% 304 12.5% 1.4
Blackston Financial Advisory Group
5302
Blackston Financial Advisory Group
Florida
$173M – – 10.5% 79.8% 92 – 0
KM
5303
Kylin Management
New York
$173M +$46.8M +37% 14.6% 126% 8 25% 1.2
Holistic Financial Partners
5304
Holistic Financial Partners
Indiana
$172M +$10.3M +6% 5.44% 95.7% 125 20.8% 1.8
Walled Lake Planning & Wealth Management
5305
Walled Lake Planning & Wealth Management
Illinois
$172M +$10.3M +6% 12.9% 62.6% 339 71.98% 1.6
Lederer & Associates Investment Counsel
5306
Lederer & Associates Investment Counsel
California
$172M +$17.6M +11% 10.8% 92.7% 89 4.49% 3.9
Fortis Advisors
5307
Fortis Advisors
Pennsylvania
$172M +$8.61M +5% 5.65% 72.8% 287 13.94% 1.9
Pavion Blue Capital
5308
Pavion Blue Capital
California
$172M +$11.3M +7% 10% 87.8% 93 5.38% 1.6
ION Acquisition Corp
5309
ION Acquisition Corp
Israel
$172M – – 12% – 5 – 0
WFA of San Diego
5310
WFA of San Diego
California
$172M +$29.1M +20% 9.62% – 177 22.6% 0.7
LFWA
5311
LBJ Family Wealth Advisors
Texas
$172M +$4.36M +3% 5.49% 64.9% 23 0% 5.4
Brookside Equity Partners
5312
Brookside Equity Partners
Connecticut
$172M -$88.4M -34% 29.1% 87.4% 7 42.86% 0.8
Sittner & Nelson
5313
Sittner & Nelson
Oregon
$172M +$16.9M +11% 11.5% 88.1% 454 10.13% 0.9
AllSquare Wealth Management
5314
AllSquare Wealth Management
New York
$172M +$4.39M +3% 3.71% 62.4% 516 6.59% 3.7
Nationwide Asset Management
5315
Nationwide Asset Management
Ohio
$172M -$139M -45% 0.4% 8.56% 10 20% 1.9
FSA Wealth Management
5316
FSA Wealth Management
Massachusetts
$172M +$10.9M +7% 7.15% – 47 8.51% 1.7
Bison Wealth
5317
Bison Wealth
Georgia
$172M -$47.2M -22% 9.23% 37.4% 497 32.8% 2.9
Capital Wealth Alliance
5318
Capital Wealth Alliance
Arizona
$172M +$7.09M +4% 5.81% 124% 156 16.03% 1.2
Kensington Investment Counsel
5319
Kensington Investment Counsel
California
$172M – – 11.7% 81.9% 88 – 0.9
Safeguard Investment Advisory Group
5320
Safeguard Investment Advisory Group
California
$171M +$16.8M +11% 8.14% 84.3% 94 7.45% 0.9
Lindenwold Advisors
5321
Lindenwold Advisors
Pennsylvania
$171M – – 11% 75% 128 – 0
Millrace Asset Group
5322
Millrace Asset Group
Pennsylvania
$171M +$11.2M +7% 13.4% 113% 93 33.33% 1.1
Hutner Capital Management
5323
Hutner Capital Management
Vermont
$171M +$18.5M +12% 11.9% 52.2% 46 2.17% 4
GoodHaven Capital Management
5324
GoodHaven Capital Management
New Jersey
$171M +$17.4M +11% 13.9% 80.7% 29 10.34% 3.4
HM
5325
Harvest Management
New York
$171M +$24.3M +17% 22.9% 610% 83 74.7% 0.4